E125: Dislocation in the pre-IPO stock secondary markets vs primary markets, AI M&A activity ramping up, AI "sub" asset classes emerging, AI application/implementation layer paramount for AI ecosystem revenue

This Week in Pre-IPO Stocks

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/insights-unlocked">Insights Unlocked</a></span>

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Insights Unlocked

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What does it take to create experiences customers love, craft campaigns that captivate, and drive measurable results? Insights Unlocked features candid conversations with the builders, creators, and innovators driving some of the world’s most impactful digital transformations. Tailored for marketing, product, UX and CX leaders, each episode delivers actionable insights to help you create customer-first strategies and stay ahead in today’s competitive landscape. Each episode is about 30 minutes long. From optimizing product launches to leveraging AI for smarter workflows, Insights Unlocked is your go-to resource for designing experiences that resonate, drive loyalty, and achieve business results. Guests include influential leaders like Brian Solis, April Dunford, Kate Towsey, Jacob Nielsen, Teresa Torres, and Judd Antin among others, offering their expertise in CX, UX, and innovation. The podcast also highlights strategies and success stories from leading brands such as Verizon, Signet Jewelers, Figma, Microsoft, Tesco Bank, and more. UserTesting leaders and industry experts join as guest hosts, alongside show producer Nathan Isaacs, award-winning journalist and Senior Manager of Content Production at UserTesting. Brought to you by UserTesting, the leader in human insights and proactive customer experience strategies, Insights Unlocked empowers CMOs and marketing teams to craft experiences that drive growth, loyalty, and impact. Listen and subscribe wherever you get your podcasts. Show notes, curated clips and more at usertesting.com/podcast.

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AI SHOPS SELLING
-Inflection AI sold to Microsoft and Stability AI, Humane looking to sell
-Inflection AI sold for $650m; investors get 10% to 50% return on investment
-Stability AI last published round in Oct 2022 at $1.0b; $5m Q1 2024 revenue, -$30m Q1 2024 net income, $100m in outstanding payables to cloud computing providers
-Humane looking for a $750m to $1b price tag
-Winners and losers are starting to shape up in the AI play?
-AI "asset classes" ; chips, cloud, data, models, application/implementation
PRIMARIES LOWER THAN SECONDARIES
-YES! Anduril targeting $12.5 valuation, secondaries at $13.2b
-YES! Groq targeting $3.0b valuation, secondaries at $4.4b (-32%)
-NO! Revolut targeting $33b valuation, secondaries at $21.6b
-NO! Scale AI closed $13.8b valuation, secondaries at $7.4b last week
-Super interesting price activity here in primaries vs secondaries

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